bullish•Thematic (Sector/Industry)•18 Jun 2021 08:45
China Financials: Silver Linings Playbook
Our Silver Linings Playbook outlines our views on the China financials names that are most likely to remain resilient in the face of macro...
bullish•Thematic (Sector/Industry)•31 May 2021 09:49
Asian Brokers: A Competition Between Value and Growth
The Original looks into the current competitive landscape of the brokerage sectors in China, Japan, and Korea, with a view to developing a list of...
bearish•Macroeconomics•22 May 2021 16:35
Glut and Famine: China's Monetary Conditions a Notch Tighter in May
Monetary data in May point to a tighter environment for both lending and funding. Mortgage rates have edged up, but the deposit drain is worrying....
bearish•Hang Seng China Enterprises Index•26 Mar 2021 08:07
HSCEI Dividend Futures: June Index Review, Bank Divs, HFCAA - Sell the 2021/22 Steepener
While the HSCEI 2021 dividend futures are trading near our estimated fair, the HSCEI 2021/22 div steepener is not. We recommend selling the...
bullish•Thematic (Sector/Industry)•18 Jan 2021 13:07